Recruiter at Nexlance Innovations
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Area Relationship Manager - Sales - Loan (5-8 yrs)
AREA RELATIONSHIP MANAGER with Valuenable pvt Ltd
Salary - 7- 9.5 LPA
experience - 5+ years
Location - Hyderbad, Chennai, Kolkata
Key Responsibilities :
Customer Acquisition : Identify and target potential clients to expand the customer base, focusing on high-net-worth individuals and institutional clients for mutual fund sales and wealth management services.
Mutual Fund Sales : Promote and sell a range of mutual fund products, providing clients with tailored investment solutions that align with their financial goals and risk appetite.
Loan Against Security : Educate clients about loan against security options, assisting them in understanding the benefits and processes involved, while facilitating the application and approval process.
Performance Tracking : Monitor and report on sales performance metrics, client feedback, and market developments to management, ensuring alignment with company goals and strategies for continuous improvement.
Wealth Management : Develop and implement personalized wealth management strategies for clients, ensuring comprehensive financial planning that includes investment, insurance, and retirement solutions.
Relationship Management : Build and maintain strong relationships with clients, providing ongoing support and regular updates on their investment portfolios, market trends, and new product offerings.
Market Analysis : Conduct thorough market research and analysis to identify trends, opportunities, and competitive positioning, enabling informed recommendations to clients.
Performance Tracking : Monitor and report on sales performance metrics, client feedback, and market developments to management, ensuring alignment with company goals and strategies for continuous improvement
